Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
RLMIX (Regions Morgan Keegan Select Ltd Mat I) NA -3.79% -4.11% -3.21% NA NA NA
Data as of 07/08/2009, Common starting date is 06/04/2004
More Performance Analytics Comparison
Name Start Date End Date
RLMIX (Regions Morgan Keegan Select Ltd Mat I) 06/04/2004 07/08/2009
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2009 2008 2007 2006 2005 2004
Annualized Return (%) 0.00 -3.79 -4.11 -3.21 NA NA NA -2.55 -6.63 -4.58 0.38 -1.53 -0.81
Sharpe Ratio NA -1.26 -1.59 -1.70 NA NA NA -1.28 -1.66 -2.22 -2.30 -3.10 -1.48
Standard Deviation(%) NA 3.27 3.78 3.06 NA NA NA 3.93 4.54 3.43 1.27 1.19 1.73
Draw Down(%) NA 4.43 14.18 15.77 NA NA NA 3.44 8.88 5.73 1.45 2.04 1.31
Yield(%) 0.00 3.17 3.32 1.92 0.96 0.64 0.48 1.29 3.61 4.94 0.59 0.00 0.00
Data as of 07/08/2009, Common starting date is 06/04/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RLMIX (Regions Morgan Keegan Select Ltd Mat I) -4.35%
Apr 2006 – Apr 2009
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RLMIX (Regions Morgan Keegan Select Ltd Mat I) -1.27%
Feb 2005 – Feb 2008
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return